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  5. J.W. COLE FINANCIAL, INC.

J.W. COLE FINANCIAL, INC. - Florida Company Profile

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Company Details

Entity Name: J.W. COLE FINANCIAL, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Active
Date Filed: 14 Oct 2002 (23 years ago)
Last Event: AMENDMENT
Event Date Filed: 31 Jan 2003 (22 years ago)
Document Number: P02000110409
FEI/EIN Number 161632597
Address: 4301 Anchor Plaza Parkway, Suite 450, TAMPA, FL, 33634, US
Mail Address: 4301 Anchor Plaza Parkway, Suite 450, TAMPA, FL, 33634, US
ZIP code: 33634
City: Tampa
County: Hillsborough
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
WOOD ROBERT J President 4301 Anchor Plaza Parkway, TAMPA, FL, 33634
WOOD ROBERT J Vice President 4301 Anchor Plaza Parkway, TAMPA, FL, 33634
WOOD ROBERT J Treasurer 4301 Anchor Plaza Parkway, TAMPA, FL, 33634
WOOD ROBERT J Secretary 4301 Anchor Plaza Parkway, TAMPA, FL, 33634
WOOD ROBERT J Agent 4301 Anchor Plaza Parkway, TAMPA, FL, 33634

Central Index Key

CIK number:
0001209212
Phone:
813-935-6776
EDGAR Link:
View company profile on EDGAR website

Latest Filings

Form type:
X-17A-5
File number:
008-65698
Filing date:
2025-04-01
File:
View File
Form type:
X-17A-5
File number:
008-65698
Filing date:
2024-04-01
File:
View File
Form type:
X-17A-5
File number:
008-65698
Filing date:
2023-03-30
File:
View File
Form type:
X-17A-5
File number:
008-65698
Filing date:
2022-03-30
File:
View File
Form type:
X-17A-5
File number:
008-65698
Filing date:
2021-03-23
File:
View File

Legal Entity Identifier

LEI Number:
254900ST419TNL4ZV768

Registration Details:

Initial Registration Date:
2025-03-28
Next Renewal Date:
2026-03-28
Registration Status:
ISSUED
Validation Source:
FULLY_CORROBORATED

Form 5500 Series

Employer Identification Number (EIN):
161632597
Plan Year:
2023
Number Of Participants:
72
Sponsors Telephone Number:
8139356776
File:
View File
Plan Year:
2022
Number Of Participants:
71
Sponsors Telephone Number:
8139356776
File:
View File
Plan Year:
2021
Number Of Participants:
59
Sponsors Telephone Number:
8139356776
File:
View File
Plan Year:
2020
Number Of Participants:
60
Sponsors Telephone Number:
8139356776
File:
View File
Plan Year:
2019
Number Of Participants:
58
Sponsors Telephone Number:
8139356776
File:
View File

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2014-01-10 4301 Anchor Plaza Parkway, Suite 450, TAMPA, FL 33634 -
CHANGE OF MAILING ADDRESS 2014-01-10 4301 Anchor Plaza Parkway, Suite 450, TAMPA, FL 33634 -
REGISTERED AGENT NAME CHANGED 2014-01-10 WOOD, ROBERT J -
REGISTERED AGENT ADDRESS CHANGED 2014-01-10 4301 Anchor Plaza Parkway, Suite 450, TAMPA, FL 33634 -
AMENDMENT 2003-01-31 - -

Debts

Document Number Status Case Number Name of Court Date of Entry Expiration Date Amount Due Plaintiff
J13000714403 TERMINATED 1000000486272 HILLSBOROU 2013-04-03 2023-04-11 $ 447.47 STATE OF FLORIDA, DEPARTMENT OF REVENUE, OUT OF STATE COLLECTIONS UNIT, 1401 W US HIGHWAY 90 STE 100, LAKE CITY FL320556123

Documents

Name Date
ANNUAL REPORT 2024-02-05
ANNUAL REPORT 2023-02-06
ANNUAL REPORT 2022-02-01
ANNUAL REPORT 2021-02-18
ANNUAL REPORT 2020-01-15
ANNUAL REPORT 2019-02-13
ANNUAL REPORT 2018-01-12
ANNUAL REPORT 2017-01-09
ANNUAL REPORT 2016-01-25
ANNUAL REPORT 2015-01-09

USAspending Awards / Financial Assistance

Date:
2020-04-08
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
731947.00
Total Face Value Of Loan:
731947.00

Trademarks

Serial Number:
98147929
Mark:
JW COLE WEALTH PARTNERS
Status:
ABANDONED-FAILURE TO RESPOND OR LATE RESPONSE
Mark Type:
SERVICE MARK
Application Filing Date:
2023-08-24
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
JW COLE WEALTH PARTNERS
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Estate planning; Financial advice; Financial consultancy; Financial consultancy services; Financial consulting; Financial investment brokerage services; Financial planning; Insurance consultancy; Insurance consultation; Insurance information; Investment advice; Investment consultancy; Investment con...
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
98147924
Mark:
JW COLE INSURANCE
Status:
ABANDONED-FAILURE TO RESPOND OR LATE RESPONSE
Mark Type:
SERVICE MARK
Application Filing Date:
2023-08-24
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
JW COLE INSURANCE
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Estate planning; Financial advice; Financial consultancy; Financial consultancy services; Financial consulting; Financial investment brokerage services; Financial planning; Insurance consultancy; Insurance consultation; Insurance information; Investment advice; Investment consultancy; Investment con...
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
98147927
Mark:
JW COLE ADVISORS
Status:
ABANDONED-FAILURE TO RESPOND OR LATE RESPONSE
Mark Type:
SERVICE MARK
Application Filing Date:
2023-08-24
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
JW COLE ADVISORS
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Estate planning; Financial advice; Financial consultancy; Financial consultancy services; Financial consulting; Financial investment brokerage services; Financial planning; Insurance consultancy; Insurance consultation; Insurance information; Investment advice; Investment consultancy; Investment con...
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
98147920
Mark:
JW COLE FINANCIAL
Status:
ABANDONED-FAILURE TO RESPOND OR LATE RESPONSE
Mark Type:
SERVICE MARK
Application Filing Date:
2023-08-24
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
JW COLE FINANCIAL
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Estate planning; Financial advice; Financial consultancy; Financial consultancy services; Financial consulting; Financial investment brokerage services; Financial planning; Insurance consultancy; Insurance consultation; Insurance information; Investment advice; Investment consultancy; Investment con...
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
99135149
Mark:
JW COLE FINANCIAL
Status:
NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER
Mark Type:
SERVICE MARK
Application Filing Date:
2025-04-14
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
JW COLE FINANCIAL
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Estate planning; Financial advice and consultancy services; Financial investment brokerage services; Financial planning; Financial portfolio management; Financial administration of retirement plans; Financial planning and investment advisory services; Financial services, namely, wealth management se...
International Classes:
036 - Primary Class
Class Status:
Active

Paycheck Protection Program

Jobs Reported:
53
Initial Approval Amount:
$731,947
Date Approved:
2020-04-08
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$731,947
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$738,453.2
Servicing Lender:
Valley National Bank
Use of Proceeds:
Payroll: $731,947

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JONATHAN ROBERTS ADVISORY GROUP, INC., which currently Active, has registered address 4301 Anchor Plaza Parkway, Suite 450, TAMPA, FL, 33634, US.
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Date of last update: 03 Jul 2025

Sources: Florida Department of State

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